Generate financial reports with AI insights, budget analysis & smart alerts
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 19 nodes and runs on a schedule (cron 0 9 1 * *). Along the way it connects OpenAI Chat Model, Gmail, Google Drive and Htmlcsstopdf (community). It also calls hooks.slack.com over HTTP.
How it runs
Trigger: On a schedule (cron 0 9 1 * *).
- Calculate Period (Code): runs custom JavaScript code
- Fetch Current P&L (HTTP Request): calls an HTTP API
- Fetch Previous P&L (HTTP Request): calls an HTTP API
- Merge: merges the data from its input branches
- Analyze Financial Data (Code): runs custom JavaScript code
- Prepare AI Context (Edit Fields (Set)): sets 1 field: aiContext
- AI Financial Insights (AI Agent): runs an AI agent, with model: OpenAI Chat Model
- Prepare Report Data (Code): runs custom JavaScript code
- Requires CFO Review? (If): checks a condition and branches into true / false
- Request CFO Review (Gmail): uses Gmail
…plus 7 more steps. See the full node list below.
Services it uses
HTTP calls to: hooks.slack.com
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in AI Financial Insights (v1.7): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI Financial Insights (v1.7) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (11)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Code
n8n-nodes-base.code - HTTP Request
n8n-nodes-base.httpRequest - Merge
n8n-nodes-base.merge - Edit Fields (Set)
n8n-nodes-base.set - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - If
n8n-nodes-base.if - Gmail
n8n-nodes-base.gmail - Htmlcsstopdf
n8n-nodes-htmlcsstopdf.htmlcsstopdf - Google Drive
n8n-nodes-base.googleDrive
From the author
Transform month-end reporting from manual drudgery to automated intelligence - automatically pull P&L data from accounting systems, detect financial anomalies, generate AI-powered insights, calculate health scores, and distribute professional reports with…